DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Aaon AAON Stock Holding History

DiNuzzo Private Wealth’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$994 Sell
12
-1
-8% -$90 ﹤0.01% 884
2026
Q2 		$1.65K Sell
13
-2
-13% -$234 ﹤0.01% 746
2026
Q1 		$1.24K Buy
15
+5
+50% +$454 ﹤0.01% 806
2025
Q4 		$763 Sell
10
-3
-23% -$277 ﹤0.01% 959
2025
Q3 		$1.08K Sell
13
-6
-32% -$491 ﹤0.01% 852
2025
Q2 		$1.4K Buy
19
+5
+36% +$438 ﹤0.01% 746
2025
Q1 		$1.09K Sell
14
-4
-22% -$413 ﹤0.01% 791
2024
Q4 		$2.12K Sell
18
-3
-14% -$368 ﹤0.01% 585
2024
Q3 		$2.26K Buy
21
+5
+31% +$457 ﹤0.01% 559
2024
Q2 		$1.4K Sell
16
-4
-20% -$326 ﹤0.01% 656
2024
Q1 		$1.76K Buy
20
+7
+54% +$549 ﹤0.01% 518
2023
Q4 		$961 Buy
+13
New +$802 ﹤0.01% 718

Other funds holding AAON

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

DiNuzzo Private Wealth's AAON Position: Q3 2026 in Review

DiNuzzo Private Wealth reduced its Aaon (AAON) stake by 7.7% in Q3 2026, selling an estimated $90 and leaving 12 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #884.

DiNuzzo Private Wealth first reported a position in AAON in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.26K in Q3 2024. 88 funds tracked by Wall St. Rank hold AAON as of Q3 2026.

  • DiNuzzo Private Wealth held 12 shares of Aaon worth $994 as of Q3 2026.
  • DiNuzzo Private Wealth sold 1 Aaon share in Q3 2026, an estimated $90.
  • Aaon made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #884 holding.
  • DiNuzzo Private Wealth first reported a position in Aaon in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Aaon position peaked at $2.26K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Aaon as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.